Can You Sue a Robot?
You wouldn’t kick a real dog, but how about a robot dog? It’s not an actual living creature, so what’s the harm? Boston Dynamics, a market leader in robotics, routinely “Abuses” …
Gender Equality in Tech: China vs. US
Two items to discuss today: #1. Facebook. We rarely take victory laps at DataTrek, mostly because we adhere to the old trader’s aphorism that preaches humility: “Instead of yelling you should …
Buy The Very Big Dip, Not the Drip
It may be harder to make money in US stocks compared to the last few years of low volatility and high returns, but there are still some benefits to a …
Everyone’s Watching the 10-Year Yield, but This is the Real Rate that Matters
Check out CNBC’s latest article quoting DataTrek’s Nick Colas on the 2-year Treasury yield as an attractive risk-free alternative to stocks. Especially with increasing market volatility: “As much as every investor …
Parking In the Dollar Lot
The US dollar has strengthened recently, back to levels last seen in mid January 2018. Part of this move feels like a short squeeze, as selling dollars has been a fairly …
The Stoic’s Ideal Market
“We are more often frightened than hurt and we suffer more from imagination than from reality.” That pithy dose of tough love comes from the Roman philosopher Seneca. It neatly summarizes …
Tencent? More Like 48 Trillion Cent…
We are endlessly fascinated by the structural differences between Chinese and American technological disruption, and today we bring you a brief case study of Tencent Holdings. Unlike the other two well-known …
Marijuana Goes Mainstream
“4/20”. If you don’t already know what that means, you will very soon. Not just because we’re about to tell you, but because it represents an inflection point. That numerical symbol …
Give Me AI, But Not Just Yet
“Where and when will artificial intelligence make a difference, good or bad, to the companies I own?” In the end, that is the only question about this nascent technology that matters …
Circus Sideshow ETFs
US exchange traded funds get a ton of grief in some circles. They “steal” assets from active managers. They crowd investors into too many similar investment strategies. One investment house even …